Data Engineer

Posted 5 Days Ago
Charlotte, NC, USA
In-Office
Mid level
Software
The Role
Lead client data migrations into DealCloud, including requirements gathering, ETL, data mapping, transformation, loading, validation, reconciliation, QA, and go-live support. The role also supports platform configuration, technical solution design, project documentation, status reporting, escalations, and post-launch client assistance. Success requires strong data integration, analytical, communication, and prioritization skills, along with familiarity with SaaS, CRM, cloud platforms, APIs, and financial services workflows.
Summary Generated by Built In

The Data Engineer plays a key role in managing data integration processes to support client implementations. Responsibilities include performing data mapping, validation, and go-live activities with increased ownership and accountability. This role emphasizes proactive client collaboration and delivery excellence, ensuring smooth and accurate data transitions. The Data Engineer may also contribute to broader client-facing initiatives, providing guidance and support to ensure successful client delivery outcomes.

What you'll do:

  • Lead end-to-end migration of data into the DealCloud platform.
  • Gather client data migration requirements and translate into accurate technical solutions for integration and go-live.
  • Perform ETL tasks including data extraction from client legacy platforms,  transformation, mapping, and loading for client projects.
  • Validate and reconcile client data to ensure accuracy and integrity during migration and go-live phases.
  • Support platform configuration and data integration tasks in alignment with DealCloud best practices.
  • Lead QA and testing efforts to ensure successful deployment of client solutions.
  • Participate in internal project management activities including documentation, status reporting, and escalation handling.
  • Serve as a secondary resource for client-facing initiatives such as requirement gathering, solution design, and post-go-live support.


What you'll need:

  • Experience working in professional services, consulting, or client-facing roles in SaaS organization.
  • Bachelor’s degree in computer science, Information Systems or related field, or related experience.
  • 3+ years experience in ETL processes and tools, data integration, or technical delivery.
  • Familiarity with CRM platforms or financial services technology.
  • Proficiency in data manipulation using Excel, SQL, or similar technologies.
  • Strong understanding of data structures, normalization, and mapping techniques.
  • Experience with cloud-based platforms and APIs is preferred.
  • Ability to recognize simple data problems and assist in finding solutions.
  • Excellent communication and interpersonal skills with a client-first mindset.
  • Strong analytical thinking and problem-solving abilities.
  • Ability to manage multiple tasks and priorities in a fast-paced environment.
  • Collaborative team player with a proactive approach to delivery.

Preferred Qualifications:

  • Experience with DealCloud or similar financial services platform.
  • Knowledge of investment banking, private equity, or legal workflows.
  • Exposure to Agile or iterative delivery methodologies.

What you will gain:

At Intapp, you’ll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You’ll be part of a growing public company, with a modern work environment that’s connected yet flexible and where your professional growth and well-being are top priorities.  We’ll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork. 


Here, you will have the opportunity to:

  • Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
  • Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
  • Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family.  Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about. 

Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.


#LI-MT1

Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws.

Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.

Skills Required

  • Experience working in professional services, consulting, or client-facing SaaS roles
  • Bachelor's degree in computer science, information systems, or a related field, or equivalent experience
  • At least 3 years of experience with ETL processes and tools, data integration, or technical delivery
  • Familiarity with CRM platforms or financial services technology
  • Proficiency in data manipulation using Excel, SQL, or similar technologies
  • Understanding of data structures, normalization, and mapping techniques
  • Experience with cloud-based platforms and APIs
  • Ability to identify basic data problems and assist with solutions
  • Excellent communication and interpersonal skills with a client-first mindset
  • Strong analytical thinking and problem-solving abilities
  • Ability to manage multiple tasks and priorities in a fast-paced environment
  • Collaborative and proactive approach to delivery
  • Experience with DealCloud or a similar financial services platform
  • Knowledge of investment banking, private equity, or legal workflows
  • Exposure to Agile or iterative delivery methodologies

Intapp Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Intapp and has not been reviewed or approved by Intapp.

  • Healthcare Strength — Medical coverage is described as comprehensive with multiple plan choices, including HMO, PPO, and HDHP options with company HSA funding. Employer-verified listings indicate strong healthcare offerings for employees and families.
  • Parental & Family Support — Paid parental leave provides substantial time for primary and secondary caregivers, and fertility support (e.g., via Carrot) is highlighted. These family-focused benefits appear alongside broader flexibility.
  • Leave & Time Off Breadth — Generous PTO, recognition of major regional holidays, and flexible or unlimited PTO on some teams indicate ample time away. The company also promotes a highly flexible work environment.

Intapp Insights

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The Company
HQ: Palo Alto, CA
600 Employees
Year Founded: 2000

What We Do

Intapp powers connected firms. Trusted by 1,600 of the world’s top private capital, investment banking, legal, accounting, and consulting firms, Intapp offers end-to-end, cloud-based connected firm management software built for the unique needs of partner-led firms. Intapp helps enhance collaboration, unleash collective knowledge, transform decision-making, and fuel success. Our products and services span the entire relationship lifecycle — from strategy through origination and execution — to drive optimal outcomes. For more information, visit intapp.com.

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